News

The IRS extended the period to adopt an approved plan document to April 30, 2020, from January 31, 2019.  

However, their top three financial fears include health challenges, job loss and market volatility

The bank also agreed to continue funding matching contributions to its 401(k) plan in the form of cash or cash equivalents for a period of time.

The appellee, Market Synergy Group, argued unsuccessfully that its representatives would never be able to make the Best Interest Contract Exemption, a key mechanism underlying the new DOL...

Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...

They say regular expenses are keeping them from doing so, Bankrate.com found in a survey.

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts...

A new analysis out from Empower Retirement finds historical investment performance does not serve as an optimal overall measure of value delivered by a managed account; there is...

“We will be offering My Total Retirement so that employers and their advisers can help employees with a holistic retirement planning experience that goes beyond savings and investing,”...

Advisers generally are not qualified to represent their clients before the IRS, and so they generally must shy away from offering tax advice; but that doesn’t mean they...

Three quarters of women under 40 do not have a financial adviser.

Health savings accounts are often described as the 401(k) of health care—so it is only natural that retirement specialist advisers can play an important role in educating the...

Yet nearly six in 10 say saving for long-term care is a financial priority

Employer contributions and loans are also prevalent, a Brightscope/ICI report says.

A memo to examiners lists actions 403(b) plan sponsors should take to locate missing participants in order not to be challenged on violating RMD rules.

Advisers are using new planning models and smarter technology, including automation, so that they can offer personalized service, SEI finds.

The firm says it does not have additional information to share at this juncture beyond what has been noted in a 2017 year-end SEC filing; in that newly...

Securities American Adds Super OSJ and Financial Firms to Platform; Debel to Lead Retirement Solutions at MetLife; Transamerica Names Promotions and Hires in U.S. Offices; and more.

Issued by the CFA Institute, the standards are based on the principles of full disclosure and fair representation of investment performance

Morningstar Grows Fund Ratings System with Quantitative Rating; First Trust Merges Two Funds; and Vanguard Changes Benchmarks for Funds.